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Sales Contract Process Specialist

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Date: Jul 17, 2019

Location: Cincinnati, OH, US, 45212

Company: CDK

Job Description

Accelerate Your Career

Drive global technology


With more than $2 billion in revenues, CDK Global is a leading global provider of integrated information technology and digital marketing solutions to the automotive retail and adjacent industries. Focused on enabling end-to-end automotive commerce, CDK provides solutions to dealers in more than 100 countries around the world, serving approximately 28,000 retail locations and most automotive manufacturers.   CDK Global solutions automate and integrate critical processes from pre-sale targeted advertising to the sale, financing, insurance, parts supply, repair and maintenance of vehicles, with an increasing focus on utilizing data analytics and predictive intelligence.   


We’re large enough to make a difference but small enough for your voice to be heard. This means that we are an organization where every person matters. You can make an impact on the success of our business and that of our customers regardless of what career you decide to pursue.


From data scientists to sales and client service experts, we’re hiring to support your growth and ours - Green light your career.  

As a Contract Specialist you will be primarily responsible for processing Sales contracts accurately and timely, from quote to roll-call.  The Contract Specialist will write and key contracts of basic product sets and deal types.  This role will also closely collaborate with internal business partners of all levels to understand and set expectations to ensure contractual compliance, technical, legal compliance and billing is setup appropriately on the contract.


Primary Duties and Responsibilities:

  • Manages deals from quote to roll-call; ensure deals are accurately written within the established service level agreements, meets all legal requirements and are installable
  • Effectively manages multiple tasks with competing priorities and meeting deadlines
  • High attention to detail with precision and accuracy
  • Proven ability to excel in fast paced, high volume and changing environment
  • Effective written and verbal communication skills
  • Ability to effectively communicate in cross-functional situations
  • Research and prepare Post Purchase Addenda (PPA) ensuring accurate credit to the client and minimize costs to CDK by placing appropriate lines on hold and charge restocking fee when applicable.  Timely follow-up to ensure equipment is returned, lines are adjusted and installed for accurate revenue recognition.
  • Ensure standard process is applied on related Non-Standard Addenda (NSA) items including non-standard pricing when writing and keying contracts
  • Builds solutions/contracts at a line level with all required products based on the solution proposed by Sales.  Review existing network billing lines to ensure old equipment is lost and billing amended based on Pre-Sales Engineering (PSE) Billing Analysis.  Review PSE Quotes to confirm Solution Design information is reflected accurately base on quotes/sites and solution design.  Review product requirements/launch kit information.
  • Validate accuracy of contracts keyed to ensure correct invoicing to client.
  • Research Quota related inquiries and provide results, including resolution, if applicable
  • Provide verification of products sold if questions arise during contract keying process
  • Collaborate to develop and streamline processes
  • Attend weekly Director of Sales (DOS) meetings, provide status on forecasted deals, and review statuses of open contract issues
  • Utilize current resources/tools – Sales Quoting Tool (SQT), Product Look-up, InfoLink and Finance Service Organization SharePoint Library for product launch/changes to new and existing products.



CDK Global provides integrated technology solutions to over 26,500 Auto, Truck, Motorcycle, Marine, Recreational Vehicle and Heavy Equipment dealers throughout the world.

Bachelor’s Degree Preferred or 1-3 years contracting experience with some college.

The ideal candidate is a self-starter with the ability to multi-task and is detail oriented with precision and accuracy.  Ability to communicate effectively in cross-functional situations and working with a sense of urgency while providing stellar customer service, are vital to succeed in this role.  This is a fast-paced environment with daily and monthly deadlines; overtime may be required during these deadlines.


CDK Global knows you have passions outside of work.  You have family, friends, sporting events, and lots of things going on.   That’s why we offer a comprehensive benefits package to not only take care of you but your family as well.   All of our benefits are effective the first day of employment including 401K matching, paid time off to re-energize, donate your time to volunteer in your community, and tuition reimbursement to name a few.

At CDK, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.  

Nearest Major Market: Cincinnati

Job Segment: Outside Sales, Developer, Supply, Advertising, Sales, Technology, Operations, Marketing

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